Paul Criscione

 

Member profile details

Membership level
2. Consultant/Advisor
First name
Paul
Last name
Criscione
Phone
888-244-7131
Degree/Designation
CFP ®
Prefix
Mr.
Country
United States
Fax
888-244-7136
Community Activities/Involvement
Pet Adoption Network
Center for Non-Profits of NJ
Professional Organizations
Financial Planning Association
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Title
Senior Vice President
Mobile Phone
888-244-7131
 

Professional Information

Company
Freedom Capital Management
Business Address 1
295 Route 34, Suite 301
City
Colts Neck
State/Province
New Jersey
Zip/Postal Code
07722
Region of Professional Reach
  • Nationwide US
  • East
 

Training and Expertise

Expertise
  • Financial Planning Services
  • Other
Professional Organization Affiliations
Pet Adoption Network
Financial Planning Association
Center for Non-Profits of NJ
 

Speakers Bureau

Include in Speakers Bureau
  • Yes
Presentation Topics
Quantifying Financial Decisions over the Long Run
Asset sales reviews
Income generation streams
Business exit strategies
401(k) evaluation, compliance and remediation
Sustainable, cost effective investment solutions
On-sight employee seminars and reviews
Simplified Administration & Fiduciary Support
Directed Trustee Benefits
Speaking Expertise
  • Financial Planning Services
Signature
Paul Criscione
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